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Amendments to active research agreements (including requests to amend Tri-Agency awards) can now be submitted through ROMEO for review and processing. The guide can be .

For an overview of the forms now available in ROMEO, please refer to the descriptions below, which are also available under the portal resources page.

Application Level

Applications represent the project or protocol at a high level, and are typically submitted when there’s no existing ROMEO file already in place. There may be some exceptions (e.g. funding renewals, certain types of partner funding) where the researcher will be instructed by the relevant administrator if more than one checklist is needed for the project.

°Õ³ó±ðÌý [PDF 401 kB] is used for projects that will or might result in funding / account opening. Examples include sponsored research (grants and contracts), internal awards offered by Â鶹´«Ã½ (e.g. sabbaticals, start up funds, etc.), and inbound transfers of funds. Co-applicant and collaborator grants with no funds currently going to Â鶹´«Ã½ can also be submitted through the checklist, if required by the office.

°Õ³ó±ðÌý [PDF 438 kB] is used for stand-alone agreements that support general research activities, and will not result in a new account opening. Examples include material and data transfer, collaboration or research agreements (no funds), confidential disclosure, equipment, software, and space / facility access agreements.

°Õ³ó±ðÌý [PDF 380 kB] include Form A, Form C, Teaching protocols for the Agriculture Campus, and the Â鶹´«Ã½ Permanent Stock Protocol Form.

Event Level

Events are secondary applications linked to a main level application. Events can be submitted by PIs and project team members. If you require assistance adding a team member so that they can access and work with your file, please contact researcher.portal@dal.ca for awards files, and ucla@dal.ca for animal protocols.

°Õ³ó±ðÌý form [PDF 190 kB] is used for both original requests and amendments, to transfer a portion of funding to a recipient at another institution.

°Õ³ó±ðÌý [PDF 224 kB] is used for the following agreements and amendments: material and data transfer, collaboration or research agreements (no funds), confidential disclosure, equipment, software, and space / facility access agreements.

°Õ³ó±ðÌý form [PDF 236 kB] is used for all other amendments that do not fall under the two categories above. The amendment is for a funded grant or contact (e.g. changing the end date, changing the budget, etc.)

°Õ³ó±ðÌý form [PDF 157 kB] can be submitted for an existing Form A, Form C, Teaching, or Permanent Stock protocol.

Signing Authorities and Reviewers

°Õ³ó±ðÌý guide [PDF 153 kB] is available for signatories reviewing Investigator Checklists and the Agreement for ORS Legal Review (No Account Opening).

°Õ³ó±ðÌý guide [PDF 105 kB] is available for all signatories other than the faculty and department. Currently, these signatories review projects where work is taking place at Nova Scotia Health, the IWK Health Centre or Â鶹´«Ã½ Medicine New Brunswick.

°Õ³ó±ðÌý guide [PDF 147 kB] is available for Animal Care committees who are reviewing protocols.